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Portfolio (Quarterly) Guide ↗

Sterling Investment Advisors, Ltd.

· CIK 0001701132
13F Portfolio $552.4B AUM 215 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 63 Added 70 Reduced 14 Exited
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OHI Omega Healthcare Investors, Inc. Real Estate 71,221.0 $3.1M 0.56% +1K +2.0% $43.82 +9.5%
22 PFF iShares US Preferred Stock ETF 96,238.0 $2.9M 0.53% +2K +2.6% $30.32 +2.7%
23 MINO PIMCO Municipal Income Opportunities Active ETF 58,540.0 $2.6M 0.48% +22K +58.1% $45.17 -0.3%
24 SPMD SPDR Mid Cap ETF 43,407.0 $2.6M 0.47% +4K +11.0% $59.22 +6.9%
25 MUNI PIMCO Intermediate Muni Bond Active ETF 45,700.0 $2.4M 0.43% +10K +26.2% $52.19 -0.3%
26 JPMorgan Ultra-Short Income ETF 46,097.0 $2.3M 0.42% +35K +306.1% $50.61
27 PEP PepsiCo, Inc. Consumer Defensive 12,688.0 $2.0M 0.36% +537.0 +4.4% $155.29 -5.0%
28 EMR Emerson Electric Co. Industrials 14,865.0 $1.9M 0.35% +829.0 +5.9% $131.02 +0.4%
29 CSCO Cisco Systems, Inc. Technology 25,006.0 $1.9M 0.35% +2K +10.7% $77.59 +51.4%
30 MCD McDonald's Corp. Consumer Cyclical 5,844.0 $1.8M 0.33% +45.0 +0.8% $310.80 -9.6%
31 ZS Zscaler, Inc. Technology 11,900.0 $1.7M 0.30% +870.0 +7.9% $140.29 +24.9%
32 JMUB JP Morgan Municipal ETF 30,800.0 $1.5M 0.28% +15K +92.5% $49.99 -0.0%
33 JCPB JPMorgan Core Plus Bond ETF 27,695.0 $1.3M 0.24% +675.0 +2.5% $47.08 -1.3%
34 SBIO Alps Medical Breakthrough ETF 22,025.0 $1.2M 0.21% +7K +50.1% $52.34 +0.4%
35 RTX RTX Corp. Industrials 5,496.0 $1.1M 0.19% +131.0 +2.4% $192.91 -9.9%
36 PPL PPL Corp. Utilities 27,438.0 $1.0M 0.19% +177.0 +0.7% $38.20 -8.9%
37 TJX The TJX Companies, Inc. Consumer Cyclical 5,655.0 $903K 0.16% +130.0 +2.4% $159.70 -6.0%
38 VTI Vanguard Total Stock Market Index ETF 2,813.0 $902K 0.16% +16.0 +0.6% $320.75 +12.7%
39 Lam Research Corp. 4,130.0 $882K 0.16% +70.0 +1.7% $213.64
40 Broadcom, Inc. 2,752.0 $852K 0.15% +51.0 +1.9% $309.46
Page 2 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Financial Services 19.2%
Industrials 10.4%
Consumer Cyclical 9.3%
Energy 8.8%
Communication Services 8.0%
Healthcare 7.8%
Consumer Defensive 7.0%
Real Estate 1.8%
Basic Materials 1.1%